| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VISA INC | 11 | Q2 2024 | 7.8% |
| CHURCHILL DOWNS INC | 11 | Q2 2024 | 7.8% |
| CHEVRON CORP NEW | 11 | Q2 2024 | 6.5% |
| ISHARES GOLD TR | 11 | Q2 2024 | 4.7% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 11.1% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 3.7% |
| SPDR GOLD TR | 11 | Q2 2024 | 3.3% |
| MARTIN MARIETTA MATLS INC | 11 | Q2 2024 | 3.2% |
| VANGUARD STAR FDS | 11 | Q2 2024 | 4.0% |
| APPLE INC | 11 | Q2 2024 | 2.7% |
View Sage Investment Advisers LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View Sage Investment Advisers LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.